See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,864 | $65,409+123.0% | $98,442+48.2% | $85,850+69.9% |
| Participation rate | 86.2% | 65.0%+21.2pp | 73.3%+12.9pp | 69.3%+16.9pp |
| Annual return | 36.11% | 21.76%+14.4pp | 1492.73%-1456.6pp | 318.53%-282.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,728 | $3,166+112.5% | $4,276+57.3% | $3,952+70.3% |
| Admin fee / account holder | $4,999 | $4,593+8.8% | $5,949-16.0% | $6,260-20.1% |